Our Tax Services

Financial Statements

We can provide you with a financial statement in compliance with the guidelines of the American Institute of Certified Public Accountants
  • Compilations
  • Review Reports
  • Audits
  • Projections
  • Support for bank financing
  • Special reports

Tax Planning

We can help you and/or your business save money and reduce taxes
  • Before year-end planning
  • Choosing an appropriate entity
  • Estimated tax liability computation
  • Implementing appropriate tax law changes
  • Retirement plan options
  • Fringe benefit planning
  • Year-round monitoring
  • Estate planning
  • Assistance with retirement planning

Management Consulting

We can help your company, on a regular basis, maintain focus to obtain objectives
  • Provide benchmarks and insight into current business trends
  • Business acquisitions or sale
  • Ratio analysis with comparable industries
  • Home-based business decisions
  • Compensation planning
  • Buy/sell agreement
  • Cash flow planning
  • Budgeting and forecasting

Non-Profit Organizations

We can assist the non-profit organization
  • Charitable organizations
  • Homeowner associations
  • Political organizations
  • Management consulting
  • Reporting requirements

Estate Planning

Estate planning on your own can be complicated and costly. There are so many things to be considered….state taxes, federal taxes, appraisals, life insurance, IRA's, 401(k)'s, and annuities to name a few. You may feel you are too young, or the thought of death makes you uncomfortable. In all cases, estate planning ends up saving your family time, heartache, and money. Planning what happens to your estate can seem frustrating and intimidating without qualified help.

We can help.

Every situation is different. We need to get to know you and your unique situation.

We will help you…
  • Clearly define your estate planning goals
  • Evaluate options
  • Assist in preparing, organizing and review your estate planning documents
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Payroll Service

When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. As a business grows, it must hire more employees, which can result in increased time spent in payroll administration. Trust Koerner & Koerner, P.A. to assist you in implementing the controls needed to ensure a reliable, efficient, and effective payroll system. We offer payroll solutions that meet your business needs and enable you to spend time doing what you do best – run your business. Let us prepare your federal and state quarterly and annual tax returns, including W-2, W-3, and 1099 forms.

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